What We Do
Retirement Plan Consulting
401(k) / 403(b) Plans
Defined Benefit Plans
Cash Balance
ESOP
Workplace Financial Wellness
Wealth Management
Executive Benefits
Institutional Investment Management
Endowments & Foundations
Corporate Cash Management
Outsourced 3(38) Investment Management
Who We Are
Our Story
In the News
Blogs
Our Team
Our Approach
A Good Process
Solid Fiduciary Foundation
Thoughtful Plan Design
Fiduciary Training
Benchmarking
Client Resources
Plan Sponsor Resources
Upcoming Webinars
Individual Investors &
Employee Resources
For Advisors
Request a Meeting
Request a Meeting
What We Do
Retirement Plan Consulting
401(k) / 403(b) Plans
Defined Benefit Plans
Cash Balance
ESOP
Workplace Financial Wellness
Wealth Management
Executive Benefits
Institutional Investment Management
Endowments & Foundations
Corporate Cash Management
Outsourced 3(38) Investment Management
Who We Are
Our Story
In the News
Blogs
Our Team
Our Approach
A Good Process
Solid Fiduciary Foundation
Thoughtful Plan Design
Fiduciary Training
Benchmarking
Client Resources
Plan Sponsor Resources
Upcoming Webinars
Individual Investors &
Employee Resources
For Advisors
Kathryn Lynch
Managing Director, Boston
(866) SRP-401K x 834
klynch@srpretire.com
See the Boston Team
Boston Team
Fofee Kotrotsos
Relationship Manager, WELLth
Michael Ashby
Senior Relationship Manager, Operations
Kathryn Lynch
Managing Director, Boston
Edward M. Lynch, Jr.
Managing Director, Boston
